We don't just talk about your financial dreams, we create a plan to reach them.

A simple approach to a strong financial future.

eFinPLAN creates a robust financial plan that enables you to reach your financial goals and improve your financial situation. Our unique approach takes the mystery and fear out of financial planning, providing you with a planning process that is...

Secure.Your information will never be sold or given away to another financial firm, and we will never ask for your account numbers or social security number. We protect the information you entrust to us, using the latest technology to ensure your protection.

Affordable.Financial planners usually charge thousands for their services. We provide you with a comprehensive, ready-to-implement financial plan for $99.00.

Positive.You'll never be judged or critiqued - only encouraged and equipped to make smart, balanced financial decisions.

Why worry about a financial plan?

A financial plan is much more than a monthly budget or the balancing of a checkbook. It's a wise, thoughtful, carefully crafted roadmap to establishing a lifetime of financial freedom.

Without a Financial Plan

Live paycheck to paycheck

Continue to accrue debt

Take out loans to pay for education

Have no real retirement plan

Make random investments

Be unable to give to charitable causes

Maintain a low credit score

Feel desperate and unsure

With a Financial Plan

Build up savings for unplanned expenses

Manage debt effectively

Plan for your children's education

Prepare for retirement effectively

Invest wisely to build wealth

Give generously to charities

Maintain a healthy credit score

Feel confident and secure

Why worry about a financial plan?

A financial plan is much more than a monthly budget or the balancing of a checkbook. It's a wise, thoughtful, carefully crafted roadmap to establishing a lifetime of financial freedom.

AnalysisThrough a quick online questionnaire, we securely establish a clear understanding of your current financial situation.

GoalsIdentify and prioritize your financial goals into the development of your financial plan.